Partner Development Internship jobs in United States
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Cerity Partners · 4 days ago

Partner Development Internship

Cerity Partners is searching for talented, bright, and motivated individuals to join their Partner Development team for a summer internship. This internship offers real-world experience in the financial industry, focusing on investment management and wealth management operations.

BankingFinanceFinancial Services
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Responsibilities

Learn about the front-to-back operations of an Investment Management and Wealth Management firm
Gain direct hands-on exposure to corporate development initiatives including analyzing merger opportunities, tracking KPIs, managing relationships with strategic partners, and evaluating industry trends

Qualification

Interest in financeProject management skillsMicrosoft Office proficiencyDetail-orientedCommunication skillsTeam playerOrganizational skills

Required

Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
A team player who leaves their ego at the door and welcomes feedback with the goal of continuous improvement
Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
Attitude that no task is too small and willingness to do whatever tasks necessary to make sure that the work is done on time
Interest in finance, banking, wealth management and investments – we appreciate you may not know your major, which is just fine
Exceptional project management skills and organizational abilities
Be proficient in Microsoft Office Applications

Preferred

Major/concentration in business administration, economics or finance is a plus, but exceptional candidates from any major will be considered
Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience

Benefits

Direct exposure to senior leadership and decision-makers.
The opportunity to work at one of the fastest-growing RIAs in America.
Hands-on training to build and strengthen wealth management and financial planning skills.
Experience within a culture that values collaboration, curiosity, and excellence.

Company

Cerity Partners

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Cerity Partners is a financial services company specializes in banking,finance and personal loan.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing

Leadership Team

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Kurt Miscinski
President & CEO
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Carol Benz
Partner & Chief People Officer
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Company data provided by crunchbase